Macro Advisors, Inc.

Wade Cornett is a financial advisor with Macro Advisors, Inc., holding the ChFC® designation and Series 63 license, and has 30 years of industry experience. His prior roles include positions at MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Outside of his advisory work, he manages five rental properties. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan advisory services. The firm uses proprietary model portfolios and a combination of modern portfolio theory and various analytical methods to tailor investments to client risk profiles.

Jay Desai is a CFP® with 37 years of industry experience and is currently with Macro Advisors, Inc. He has been with the firm since 2003. Outside of his advisory role, he is an independent insurance agent focusing on term insurance, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary model portfolios and integrates modern portfolio theory with fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Kara Miller is a financial advisor with Macro Advisors, Inc. She holds a Series 66 designation and has 10 years of industry experience. Prior to joining Macro Advisors in 2024, she worked at Brooklight Place Securities, Interactive Financial Advisors, Essex Securities, LLC, and is a partner at Professional Investors Life & Annuity, LLC, where she is involved in the wholesale and personal sales of life insurance, annuities, and health insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm manages approximately $253 million in client assets and uses proprietary model portfolios incorporating equities, fixed income, and hedging strategies tailored to client risk profiles.

Dipal Patel is a financial advisor at Macro Advisors, Inc. with 18 years of industry experience. He holds a Series 65 credential and has been with Macro Advisors in various capacities since 2005. In addition to his advisory role, Patel is an independent insurance agent specializing in term insurance, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs proprietary model portfolios and a combination of modern portfolio theory with fundamental, technical, and cyclical analysis to tailor investment strategies to client risk profiles.

Mikesh Desai is a CFP® and Series 65-licensed financial advisor at Macro Advisors, Inc. with 10 years of industry experience. He has been with Macro Advisors since 2015. Outside of his advisory role, he also works as an independent insurance agent, focusing on term insurance, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary model portfolios and a combination of modern portfolio theory and various analytical strategies to tailor investments to client risk profiles.

Shannon Shupp is a CFP® with 29 years of industry experience, currently serving as an advisor at Macro Advisors, Inc. since 2017. Prior to this, Shupp worked for Metropolitan Life Insurance Company and MetLife Securities Inc. from 1995 to 2017. Outside of advisory services, Shupp is an independent insurance agent specializing in term, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm employs proprietary model portfolios and a combination of modern portfolio theory and fundamental, technical, and cyclical analysis to tailor investment strategies to client risk profiles.

Herman Dodson Jr. is a financial advisor with Macro Advisors, Inc. in Little River, SC, holding the ChFC® and Series 63 credentials and bringing 19 years of industry experience. He has been with Macro Advisors since 2006. Outside of his advisory role, he is president and owner of Hazleton Insurance Alliance, an insurance agency. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm uses proprietary model portfolios and a combination of fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Mahir Desai is a CFP® with six years of industry experience, currently serving as a financial advisor at Macro Advisors, Inc. in York, PA. Prior to joining Macro Advisors, he spent nine years at PNC Bank, National Association. In addition to his advisory role, he works as an independent insurance agent specializing in term, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm employs proprietary model portfolios and a combination of modern portfolio theory with fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Darshana Desai is a financial advisor at Macro Advisors, Inc. with 23 years of industry experience. She holds a Series 65 designation and has been with Macro Advisors for over two decades. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan advisory services. The firm uses proprietary model portfolios combining equities, fixed income, and hedging strategies, applying modern portfolio theory alongside fundamental, technical, and cyclical analysis to tailor client portfolios.